Sumitomo Trust
Industry: Asset management company
DescriptionSumitomo Mitsui Trust Holdings, Inc., formerly Chuo Mitsui Trust Holdings, Inc., is a Japanese financial holding company headquartered in Chiyoda, Tokyo. Headquarters: Chiyoda, Tokyo, Japan Founded: February 1, 2002 Number of employees: 21,113 (2015) Subsidiaries: Sumitomo Mitsui Trust Bank, Limited,
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Sumitomo Trust Employees
Employee
Years
Job
Industry
ADEL ABINSAY ADEL ABINSAY's Sumitomo Trust Experience 1995 - 1998
Job Portfolio Accountant at Camden Asset Management
Industry Financial Services
Experience
Camden Asset Management September 1998 - Present
Sumitomo Trust 1995 - 1998
Yasuda Trust & Banking Co 1988 - 1995
Education
University of Santo Tomas
Bachelor of Arts (BA), Economics
Camden Asset Management September 1998 - Present
Sumitomo Trust 1995 - 1998
Yasuda Trust & Banking Co 1988 - 1995
Education
University of Santo Tomas
Bachelor of Arts (BA), Economics
Elizabeth Calvert Elizabeth Calvert's Sumitomo Trust Experience January 1998 - May 2000
Job FInancial Services
Industry Financial Services
Experience
Barclay Investments, Inc. May 2000 - March 2013
Sumitomo Trust January 1998 - May 2000
Skills
Corporate Social..., Financial Services, Strategic Corporate..., Volunteer Management, Volunteering, Employee Engagement, Community Outreach, Series 7, Series 63, Notary Public, Bloomberg, Capital Markets, Fixed Income, Venture Philanthropy, Equities, Trading, Philanthropy, Finance
Education
Kent Place School
Lake Forest College
BA, Economics
Barclay Investments, Inc. May 2000 - March 2013
Sumitomo Trust January 1998 - May 2000
Skills
Corporate Social..., Financial Services, Strategic Corporate..., Volunteer Management, Volunteering, Employee Engagement, Community Outreach, Series 7, Series 63, Notary Public, Bloomberg, Capital Markets, Fixed Income, Venture Philanthropy, Equities, Trading, Philanthropy, Finance
Education
Kent Place School
Lake Forest College
BA, Economics
Donna Meyer Donna Meyer's Sumitomo Trust Experience 1989 - 1993
Job Managing Partner at ActPoint Capital
Industry Financial Services
Experience
ActPoint Capital January 2015 - Present
Spicebridge Capital 2011 - November 2014
Private Investment January 2001 - December 2008
Solunet Global Pte Ltd January 2006 - March 2006
GE Capital September 1993 - June 2000
Sumitomo Trust 1989 - 1993
Citibank 1987 - 1989
Skills
Venture Capital, Real Estate Transactions, Business Development, Financial Modeling, Financial Structuring, Entrepreneurship, Maintaining Strong..., Operational Due..., Management Due Diligence, Real Estate Economics, Written & Oral..., Qualitative Research, Quantitative Research, Leadership, Management, Negotiation, New Business Development, Business Analysis, Business Planning, Business Strategy, Sales Management, Microsoft Excel, Microsoft Word, Microsoft Office, Investments, Corporate Finance, Strategy, Finance
Education
Columbia University - Columbia Business School
MBA, Finance
National University of Singapore
LLB Honors, Law
ActPoint Capital January 2015 - Present
Spicebridge Capital 2011 - November 2014
Private Investment January 2001 - December 2008
Solunet Global Pte Ltd January 2006 - March 2006
GE Capital September 1993 - June 2000
Sumitomo Trust 1989 - 1993
Citibank 1987 - 1989
Skills
Venture Capital, Real Estate Transactions, Business Development, Financial Modeling, Financial Structuring, Entrepreneurship, Maintaining Strong..., Operational Due..., Management Due Diligence, Real Estate Economics, Written & Oral..., Qualitative Research, Quantitative Research, Leadership, Management, Negotiation, New Business Development, Business Analysis, Business Planning, Business Strategy, Sales Management, Microsoft Excel, Microsoft Word, Microsoft Office, Investments, Corporate Finance, Strategy, Finance
Education
Columbia University - Columbia Business School
MBA, Finance
National University of Singapore
LLB Honors, Law
Jacqueline Lugo Jacqueline Lugo's Sumitomo Trust Experience May 1989 - June 1995
Job Assistant Vice President at Commerzbank AG
Industry Banking
Experience
Commerzbank AG January 2013 - Present
Commerzbank AG November 2010 - December 2012
Commerzbank AG November 2008 - November 2010
Commerzbank AG April 1999 - November 2008
Credit Suisse August 1996 - April 1999
Furman Selz Capital Management LLC 1995 - 1996
Sumitomo Trust May 1989 - June 1995
Skills
HTML, Visio, KYC, Business Analysis, VBA, Bloomberg, Business Requirements, SharePoint, Project Management, SQL, User Acceptance Testing, Middle Office, Process Improvement, Vendor Management, Banking, Access, AML, Anti Money Laundering, Requirements Gathering, Investment Banking, Visual Basic, Operational Risk, Back Office, Derivatives, Risk Management, Credit Risk, Capital Markets, Fixed Income
Education
University of Phoenix
Information Technology
Commerzbank AG January 2013 - Present
Commerzbank AG November 2010 - December 2012
Commerzbank AG November 2008 - November 2010
Commerzbank AG April 1999 - November 2008
Credit Suisse August 1996 - April 1999
Furman Selz Capital Management LLC 1995 - 1996
Sumitomo Trust May 1989 - June 1995
Skills
HTML, Visio, KYC, Business Analysis, VBA, Bloomberg, Business Requirements, SharePoint, Project Management, SQL, User Acceptance Testing, Middle Office, Process Improvement, Vendor Management, Banking, Access, AML, Anti Money Laundering, Requirements Gathering, Investment Banking, Visual Basic, Operational Risk, Back Office, Derivatives, Risk Management, Credit Risk, Capital Markets, Fixed Income
Education
University of Phoenix
Information Technology
Nancy Hung Nancy Hung's Sumitomo Trust Experience November 1979 - May 1981
Job
Industry Management Consulting
Experience
Aaeon Electronics, Inc. August 2007 - Present
Lucent Technologies January 1997 - October 2002
Bellcore June 1984 - January 1997
Sumitomo Trust November 1979 - May 1981
Bank Di Roma February 1978 - October 1979
Sanwa Bank August 1977 - January 1978
Skills
Management, Leadership, Accounting, Incorporation Services, Financial Analysis, Finance, Financial Reporting, Risk Management, Credit Control, Foreign Languages, Budget Planning and..., Company Merger and..., ERP, Operation and System..., Business Application..., Team Building, Cross-functional Team..., Inventory Control and..., Human Resources, IT Management, Operations Management, Solution Development, Operation Process..., Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Strategy, Project Management
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Computer Information Systems
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Finance
National Taiwan Univeristy
Atmospheric Science
Aaeon Electronics, Inc. August 2007 - Present
Lucent Technologies January 1997 - October 2002
Bellcore June 1984 - January 1997
Sumitomo Trust November 1979 - May 1981
Bank Di Roma February 1978 - October 1979
Sanwa Bank August 1977 - January 1978
Skills
Management, Leadership, Accounting, Incorporation Services, Financial Analysis, Finance, Financial Reporting, Risk Management, Credit Control, Foreign Languages, Budget Planning and..., Company Merger and..., ERP, Operation and System..., Business Application..., Team Building, Cross-functional Team..., Inventory Control and..., Human Resources, IT Management, Operations Management, Solution Development, Operation Process..., Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Strategy, Project Management
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Computer Information Systems
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Finance
National Taiwan Univeristy
Atmospheric Science
Ervin Kolndreu's Sumitomo Trust Experience February 2004 - September 2007
Job FINANCE PROFESSIONAL / CREDIT SPECIALIST
Industry Financial Services
Experience
RBC September 2007 - Present
Sumitomo Trust February 2004 - September 2007
Skills
Management, Entrepreneurship, Budgets, Microsoft Excel, PowerPoint, Real Estate, Selling, Negotiation, Contract Negotiation, Sales, Marketing, Sales Management, New Business Development, Marketing Strategy, Customer Service, Account Management, Credit, Event Management, Research, Finance, Recruiting, Risk Management, Operations Management, Marketing Management, Leadership, Team Management, Event Planning, Financial Analysis, Analysis, Microsoft Office, Forecasting, Business Strategy, Insurance, Loans, Marketing Communications, Project Management, Social Networking, Social Media, Investments, Project Planning, Team Leadership, Teamwork, Market Research, Business Planning, Team Building, Public Relations, Strategic Planning, Accounting, Banking, Public Speaking
Education
New York University 2011 — 2012
credit analyst training, Credit officer
City Collge Of New York 1998 — 2005
BA, Economics
RBC September 2007 - Present
Sumitomo Trust February 2004 - September 2007
Skills
Management, Entrepreneurship, Budgets, Microsoft Excel, PowerPoint, Real Estate, Selling, Negotiation, Contract Negotiation, Sales, Marketing, Sales Management, New Business Development, Marketing Strategy, Customer Service, Account Management, Credit, Event Management, Research, Finance, Recruiting, Risk Management, Operations Management, Marketing Management, Leadership, Team Management, Event Planning, Financial Analysis, Analysis, Microsoft Office, Forecasting, Business Strategy, Insurance, Loans, Marketing Communications, Project Management, Social Networking, Social Media, Investments, Project Planning, Team Leadership, Teamwork, Market Research, Business Planning, Team Building, Public Relations, Strategic Planning, Accounting, Banking, Public Speaking
Education
New York University 2011 — 2012
credit analyst training, Credit officer
City Collge Of New York 1998 — 2005
BA, Economics
Akiko Kato's Sumitomo Trust Experience 1997 - 2006
Job Structured Finance Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's March 2006 - Present
Sumitomo Trust 1997 - 2006
Fuji Bank 1988 - 1994
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Wesleyan University 1980 — 1984
BA, East Asian Studies
Standard & Poor's March 2006 - Present
Sumitomo Trust 1997 - 2006
Fuji Bank 1988 - 1994
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Wesleyan University 1980 — 1984
BA, East Asian Studies
Anthony Daddi's Sumitomo Trust Experience June 1999 - December 2000
Job VP Tax at Safra National Bank of New York
Industry Banking
Experience
Safra National Bank of New York December 2008 - Present
Natixis November 2005 - November 2008
Bank Leumi December 2000 - November 2005
Sumitomo Trust June 1999 - December 2000
BDO Seidman Alliance January 1998 - May 1999
E. D. & F. Man Inc. - Traders/Brokers August 1992 - December 1997
Deloitte 1988 - 1992
Skills
Tax, Accounting, Account Reconciliation, Auditing, Tax Accounting, Income Tax, Tax Law, IFRS, Tax Returns, Tax Research, GAAP, International Tax, Financial Analysis, Consolidation, Due Diligence, Sarbanes-Oxley Act
Education
Pace University - Lubin School of Business 1989 — 1992
Master of Science (MS), Taxation
Queens College 1983 — 1988
John Adams High School
Safra National Bank of New York December 2008 - Present
Natixis November 2005 - November 2008
Bank Leumi December 2000 - November 2005
Sumitomo Trust June 1999 - December 2000
BDO Seidman Alliance January 1998 - May 1999
E. D. & F. Man Inc. - Traders/Brokers August 1992 - December 1997
Deloitte 1988 - 1992
Skills
Tax, Accounting, Account Reconciliation, Auditing, Tax Accounting, Income Tax, Tax Law, IFRS, Tax Returns, Tax Research, GAAP, International Tax, Financial Analysis, Consolidation, Due Diligence, Sarbanes-Oxley Act
Education
Pace University - Lubin School of Business 1989 — 1992
Master of Science (MS), Taxation
Queens College 1983 — 1988
John Adams High School
Bruce Ortwine's Sumitomo Trust Experience July 1990 - Present
Job General Counsel, Americas, Sumitomo Mitsui Trust Bank, Limited; General Counsel, Joint General Manager, SMTB NY Branch
Industry Banking
Experience
Sumitomo Trust July 1990 - Present
Sumitomo Trust and Banking 1990 - Present
Education
Syracuse University 1971 — 1975
BA, American Studies; Religion
Sumitomo Trust July 1990 - Present
Sumitomo Trust and Banking 1990 - Present
Education
Syracuse University 1971 — 1975
BA, American Studies; Religion
Andrew Salim's Sumitomo Trust Experience July 2008 - August 2008
Job Practice Manager's Assistant at Gabriel Pediatrics
Industry Hospital & Health Care
Experience
Primary Management March 2014 - Present
Gabriel Pediatrics September 2008 - March 2014
Sumitomo Trust July 2008 - August 2008
Gabriel Pediatrics August 2003 - June 2008
Skills
C++, Java, Quality Assurance, Word Processing, Windows, Unix, MySQL, Tortoise SVN, Inventory Management, Software Quality..., Computer Hardware, Scrum, IIS, Troubleshooting, Testing, Databases
Education
City University of New York-Brooklyn College 2005 — 2011
Bachelor of Science (BS), Computer Science
Primary Management March 2014 - Present
Gabriel Pediatrics September 2008 - March 2014
Sumitomo Trust July 2008 - August 2008
Gabriel Pediatrics August 2003 - June 2008
Skills
C++, Java, Quality Assurance, Word Processing, Windows, Unix, MySQL, Tortoise SVN, Inventory Management, Software Quality..., Computer Hardware, Scrum, IIS, Troubleshooting, Testing, Databases
Education
City University of New York-Brooklyn College 2005 — 2011
Bachelor of Science (BS), Computer Science
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management